Brady (NYSE:BRC) Releases FY 2026 Earnings Guidance

Brady (NYSE:BRC) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided EPS guidance of 4.900-5.150 for the period, compared to the consensus EPS estimate of 5.000. The company issued revenue guidance of -.

Brady Price Performance

BRC opened at $75.23 on Wednesday. Brady has a twelve month low of $62.70 and a twelve month high of $84.03. The company has a current ratio of 1.88, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm has a market cap of $3.54 billion, a price-to-earnings ratio of 19.14 and a beta of 0.76. The company has a fifty day simple moving average of $76.75 and a 200 day simple moving average of $73.30.

Brady (NYSE:BRC) last released its earnings results on Monday, November 17th. The industrial products company reported $1.21 EPS for the quarter, topping analysts’ consensus estimates of $1.18 by $0.03. Brady had a return on equity of 19.29% and a net margin of 12.50%.The company had revenue of $405.29 million for the quarter, compared to the consensus estimate of $393.65 million. During the same quarter last year, the business posted $1.12 EPS. Brady’s quarterly revenue was up 7.5% compared to the same quarter last year. Brady has set its FY 2026 guidance at 4.900-5.150 EPS. Equities research analysts expect that Brady will post 4.55 EPS for the current fiscal year.

Brady Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, October 31st. Shareholders of record on Friday, October 10th were paid a $0.245 dividend. The ex-dividend date was Friday, October 10th. This is an increase from Brady’s previous quarterly dividend of $0.24. This represents a $0.98 dividend on an annualized basis and a yield of 1.3%. Brady’s payout ratio is presently 24.94%.

Analyst Upgrades and Downgrades

BRC has been the subject of a number of recent research reports. Weiss Ratings restated a “buy (b)” rating on shares of Brady in a research note on Wednesday, October 8th. Wall Street Zen cut shares of Brady from a “buy” rating to a “hold” rating in a report on Saturday, November 1st. One analyst has rated the stock with a Strong Buy rating and one has assigned a Buy rating to the stock. According to MarketBeat, the company currently has an average rating of “Strong Buy”.

Insider Activity

In related news, CEO Russell Shaller sold 23,743 shares of Brady stock in a transaction dated Thursday, September 18th. The stock was sold at an average price of $80.07, for a total value of $1,901,102.01. Following the transaction, the chief executive officer owned 135,080 shares of the company’s stock, valued at approximately $10,815,855.60. This trade represents a 14.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Elizabeth P. Bruno sold 2,692 shares of the company’s stock in a transaction on Monday, October 6th. The shares were sold at an average price of $76.27, for a total value of $205,318.84. Following the transaction, the director directly owned 327,023 shares in the company, valued at $24,942,044.21. The trade was a 0.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 28,973 shares of company stock worth $2,299,994. 15.60% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Brady

A number of large investors have recently made changes to their positions in the business. Mariner LLC lifted its position in Brady by 69.3% in the 3rd quarter. Mariner LLC now owns 5,643 shares of the industrial products company’s stock worth $440,000 after buying an additional 2,309 shares in the last quarter. Amundi raised its holdings in shares of Brady by 3.4% during the third quarter. Amundi now owns 8,135 shares of the industrial products company’s stock worth $617,000 after acquiring an additional 266 shares in the last quarter. Natixis Advisors LLC acquired a new stake in Brady during the third quarter valued at $892,000. Osaic Holdings Inc. grew its stake in Brady by 1,232.1% in the second quarter. Osaic Holdings Inc. now owns 5,928 shares of the industrial products company’s stock valued at $418,000 after purchasing an additional 5,483 shares in the last quarter. Finally, Brevan Howard Capital Management LP acquired a new position in Brady in the 2nd quarter worth about $768,000. Institutional investors and hedge funds own 76.28% of the company’s stock.

Brady Company Profile

Brady Corporation manufactures and supplies identification solutions (IDS) and workplace safety (WPS) products to identify and protect premises, products, and people in the United States and internationally. The company offers materials, printing systems, RFID, and bar code scanners for product identification, brand protection labeling, work in process labeling, finished product identification, and industrial track and trace applications; safety signs, floor-marking tapes, pipe markers, labeling systems, spill control products, lockout/tagout device, and software and services for safety compliance auditing, procedure writing, and training; and hand-held printers, wire markers, sleeves, and tags for wire identification.